Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
SecurityMX:VUG / Vanguard Index Funds - Vanguard Growth ETF
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership158,434 shares
Latest Disclosed Value $ 69,202,007
Independent Advisor Alliance reports 2,718.61% increase in ownership of VUG / Vanguard Index Funds - Vanguard Growth ETF

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 158,434 shares of Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) valued at $69,202,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,621 shares of Vanguard Index Funds - Vanguard Growth ETF. This represents a change in shares of 2,718.61% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 158,434 152,813 2,718.61 69,202 2,423.78 0.4206
2026-02-04 2025-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 5,621 1,652 41.62 2,742 44.09 0.0666
2025-11-04 2025-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,969 0 0.00 1,903 9.43 0.0495
2025-08-11 2025-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,969 427 12.06 1,740 32.44 0.0502
2025-05-12 2025-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,542 -83,133 -95.91 1,313 -96.31 0.0434
2025-02-07 2024-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 86,675 85,245 5,961.19 35,575 6,379.78 0.4712
2024-11-13 2024-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,430 40 2.88 549 5.78 0.0200
2024-08-12 2024-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,390 -241 -14.78 520 -7.49 0.0178
2024-05-08 2024-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,631 -1,801 -52.48 561 -43.90 0.0203
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 3,432 1,716 100.00 1,001 114.13 0.0360
2023-10-24 2023-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,716 27 1.60 467 -2.10 0.0211
2023-07-28 2023-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,689 555 48.94 478 69.15 0.0211
2023-05-12 2023-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,134 -658 -36.72 283 -92.61 0.0136
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,792 -39 -2.13 3,819 873.98 0.1312
2022-11-04 2022-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,831 -50 -2.66 392 -6.44 0.0229
2022-08-04 2022-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,881 544 40.69 419 8.83 0.0234
2022-05-06 2022-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,337 50 3.89 385 -6.78 0.0185
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,287 6 0.47 413 11.02 0.0204
2021-11-01 2021-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,281 162 14.48 372 15.89 0.0207
2021-08-12 2021-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,119 -82 -6.83 321 3.88 0.0176
2021-05-14 2021-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,201 -10 -0.83 309 0.65 0.0183
2021-02-11 2020-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,211 0 0.00 307 14.55 0.0208
2020-11-04 2020-09-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 1,211 1,211 268 0.0203
2020-05-14 2020-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -99,397 -100.00 0 -100.00
2020-02-07 2019-12-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 99,397 99,397 18,107 0.7900
2017-08-14 2017-06-30 13F VANGUARD INDEX FDS GROWTH ETF 922908736 0 -33,023 -100.00 0 -100.00
2017-05-09 2017-03-31 13F VANGUARD INDEX FDS GROWTH ETF 922908736 33,023 33,023 3,998 0.6336
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.